Atticus Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
6,140
+2,097
| +52% | +$166K | 0.13% | 90 |
|
|
2025
Q1 | $363K | Buy |
4,043
+6
| +0.1% | +$539 | 0.12% | 86 |
|
|
2024
Q4 | $402K | Sell |
4,037
-4
| -0.1% | -$398 | 0.12% | 78 |
|
|
2024
Q3 | $459K | Sell |
4,041
-58
| -1% | -$6.59K | 0.15% | 74 |
|
|
2024
Q2 | $507K | Sell |
4,099
-138
| -3% | -$17.1K | 0.17% | 65 |
|
|
2024
Q1 | $559K | Sell |
4,237
-561
| -12% | -$74K | 0.18% | 66 |
|
|
2023
Q4 | $523K | Sell |
4,798
-174
| -3% | -$19K | 0.18% | 66 |
|
|
2023
Q3 | $512K | Sell |
4,972
-28
| -0.6% | -$2.88K | 0.2% | 69 |
|
|
2023
Q2 | $577K | Sell |
5,000
-168
| -3% | -$19.4K | 0.21% | 65 |
|
|
2023
Q1 | $550K | Sell |
5,168
-6,190
| -54% | -$659K | 0.21% | 72 |
|
|
2022
Q4 | $1.26M | Sell |
11,358
-229
| -2% | -$25.5K | 0.52% | 34 |
|
|
2022
Q3 | $1.06M | Hold |
11,587
| – | – | 0.51% | 37 |
|
|
2022
Q2 | $1.06M | Sell |
11,587
-175
| -1% | -$15.9K | 0.44% | 49 |
|
|
2022
Q1 | $965K | Buy |
11,762
+45
| +0.4% | +$3.69K | 0.35% | 54 |
|
|
2021
Q4 | $898K | Buy |
11,717
+7,295
| +165% | +$559K | 0.35% | 46 |
|
|
2021
Q3 | $332K | Sell |
4,422
-3,479
| -44% | -$261K | 0.15% | 80 |
|
|
2021
Q2 | $614K | Sell |
7,901
-1,635
| -17% | -$127K | 0.27% | 55 |
|
|
2021
Q1 | $701K | Sell |
9,536
-6,056
| -39% | -$445K | 0.33% | 50 |
|
|
2020
Q4 | $1.22M | Buy |
15,592
+15
| +0.1% | +$1.17K | 0.61% | 35 |
|
|
2020
Q3 | $1.23M | Sell |
15,577
-1,178
| -7% | -$93.2K | 0.74% | 32 |
|
|
2020
Q2 | $1.24M | Sell |
16,755
-182
| -1% | -$13.4K | 0.82% | 29 |
|
|
2020
Q1 | $1.24M | Sell |
16,937
-1,024
| -6% | -$75.2K | 1% | 25 |
|
|
2019
Q4 | $1.56M | Buy |
+17,961
| New | +$1.56M | 0.99% | 29 |
|